Wealth Advisor, Branch-Based Financial Solutions
LPL Financial
O Bee Credit Union seeks a Wealth Advisor affiliated with LPL Financial to deliver NDIPs and advisory services at our Lacey, WA branch. You will serve a dedicated book of business, meeting client needs with a holistic, advice-based approach. The role requires at least 2 years of investment sales experience, active FINRA licenses (Series 7, 63; 65/66 if required), and a Life Insurance license. This on-site position rewards strong collaboration, regulatory compliance, and exceptional client #J-18808-Ljbffr LPL Financial
Vacancy posted 1 day ago
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